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jjrdvm
Level 1

I need to combine two employees who were duplicated into one employee. And the records Can anyone help with that?

 
3 Comments 3
IamjuViel
QuickBooks Team

I need to combine two employees who were duplicated into one employee. And the records Can anyone help with that?

Greetings, @jjrdvm.

 

You can merge the employee names by editing the Legal Name field. Just a heads-up, this action is irreversible. Let's first make sure you create a backup of your company file. Once completed, you can follow the steps below in merging your two employees and their payroll data.

  1. Go to Employees.
  2. Choose Employee Center.
  3. Double-click the employee's name.
  4. Change the First name and Last name fields to match the employee you wish to keep.
  5. Enter the name in Display Name.
  6. Choose Save.
  7. Select Yes to confirm. 

In addition, if both records have existing payroll data, you can no longer merge them. You'll have to delete the paychecks recorded into one of the employee's record and recreate it with the same tax amount and check number. You can read through these articles for detailed instructions: 

You can always swing by here if you have other questions in managing your employee's information. I'm always here to help.

sanders-melody
Level 2

I need to combine two employees who were duplicated into one employee. And the records Can anyone help with that?

Can you expound on this process a little further? I need to do the same - essentially transfer 3 paycheck records from one of the duplicate names to the other name I'll be keeping. Will I be deleting or voiding those 3 paychecks and how will I recreate them and have them still have the same ending totals that update with the online portion that employees see?

Jovychris_A
Moderator

I need to combine two employees who were duplicated into one employee. And the records Can anyone help with that?

Thanks for your prompt response, @sanders-melody.

 

First, you'll need to delete the paychecks so that you can merge the duplicate employee. Please take note of the information and numbers on the paycheck. Once done, you can then recreate the paychecks.

 

Let me show you how to delete the paychecks:

  1. Go to Employees and then select Employee Center.
  2. Click the name of the employee.
  3. Double-click the paycheck.
  4. Click Delete X and then hit OK.

Once done, you can follow the steps provided by IamjuViel to merge the duplicate employee and then recreate the paycheck.

 

Also, I've added an article as your reference on how to give access to employees in viewing their paychecks: Set up QuickBooks Workforce for your QuickBooks Desktop.

 

Please let me know if you have further questions. I'll be around to help. Have a good one!

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